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WBH Advisory’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

WBH Advisory’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Buy
23,144
+799
+4% +$40.1K 0.08% 167
2026
Q1 		$1.12M Sell
22,345
-17,160
-43% -$866K 0.08% 164
2025
Q4 		$1.99M Buy
39,505
+13
+0% +$654 0.15% 111
2025
Q3 		$1.98M Sell
39,492
-9,980
-20% -$491K 0.15% 111
2025
Q2 		$2.43M Sell
49,472
-22,404
-31% -$1.09M 0.21% 85
2025
Q1 		$3.57M Sell
71,876
-4,034
-5% -$202K 0.33% 64
2024
Q4 		$3.81M Buy
75,910
+19,082
+34% +$965K 0.35% 62
2024
Q3 		$2.91M Buy
56,828
+97
+0.2% +$4.92K 0.28% 70
2024
Q2 		$2.84M Buy
56,731
+35,215
+164% +$1.76M 0.29% 68
2024
Q1 		$1.09M Sell
21,516
-266
-1% -$13.5K 0.11% 142
2023
Q4 		$1.11M Buy
21,782
+6,979
+47% +$342K 0.12% 143
2023
Q3 		$712K Buy
14,803
+8,955
+153% +$444K 0.09% 167
2023
Q2 		$294K Sell
5,848
-271
-4% -$13.6K 0.03% 255
2023
Q1 		$310K Buy
+6,119
New +$307K 0.04% 250
2022
Q3 		$445K Sell
9,248
-1,490
-14% -$74.5K 0.06% 201
2022
Q2 		$541K Sell
10,738
-13,936
-56% -$699K 0.07% 194
2022
Q1 		$1.24M Sell
24,674
-20,589
-45% -$1.1M 0.15% 130
2021
Q4 		$2.48M Buy
45,263
+1,385
+3% +$75.9K 0.28% 80
2021
Q3 		$2.4M Buy
43,878
+12,930
+42% +$715K 0.32% 68
2021
Q2 		$1.72M Buy
30,948
+6,772
+28% +$373K 0.25% 83
2021
Q1 		$1.32M Buy
24,176
+8,675
+56% +$477K 0.21% 97
2020
Q4 		$856K Buy
15,501
+2,669
+21% +$146K 0.15% 122
2020
Q3 		$699K Buy
12,832
+2,299
+22% +$125K 0.14% 124
2020
Q2 		$570K Buy
10,533
+1,223
+13% +$65.2K 0.14% 139
2020
Q1 		$492K Buy
9,310
+3,883
+72% +$208K 0.12% 137
2019
Q4 		$290K Buy
+5,427
New +$290K 0.06% 207

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WBH Advisory's VTEB Position: Q2 2026 in Review

WBH Advisory increased its Vanguard Tax-Exempt Bond Index Fund (VTEB) stake by 3.6% in Q2 2026, buying an estimated $40.1K and bringing the position to 23,144 shares worth $1.17M. The position accounts for 0.08% of the portfolio, ranked #167.

WBH Advisory first reported a position in VTEB in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.81M in Q4 2024. 1,404 funds tracked by Wall St. Rank hold VTEB as of Q2 2026.

  • WBH Advisory held 23,144 shares of Vanguard Tax-Exempt Bond Index Fund worth $1.17M as of Q2 2026.
  • WBH Advisory bought 799 Vanguard Tax-Exempt Bond Index Fund shares in Q2 2026, an estimated $40.1K.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.08% of WBH Advisory's portfolio in Q2 2026, its #167 holding.
  • WBH Advisory first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q4 2019 and has held it in 26 quarters since.
  • WBH Advisory's Vanguard Tax-Exempt Bond Index Fund position peaked at $3.81M in Q4 2024.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.